See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,551 | $75,935-38.7% | $60,547-23.1% | $125,391-62.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.24% | -5.38%+3.1pp | 335.64%-337.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,463 | $3,438-28.4% | $2,419+1.8% | $4,866-49.4% |
| Participant deferral / active EE | $3,519 | $4,506-21.9% | $3,328+5.7% | $5,352-34.2% |
| Admin fee / account holder | $19,839 | $6,768+193.1% | $4,536+337.4% | $9,540+107.9% |